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| Provider | Service type | Compensation |
|---|---|---|
LOUIS PLUNG & COMPANY1+ years Service code 10 · EIN 25-1637458 | Accounting | $17,000 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $10,515 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,345 | $107,378+1.8% | $108,582+0.7% | $57,661+89.6% |
| Participation rate | 99.8% | 77.1%+22.7pp | 79.6%+20.2pp | 70.2%+29.5pp |
| Annual return | 8.05% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $43 | $108-60.3% | $7,645-99.4% | $95-54.5% |